Life Wealth Investments, LLC Portfolio Holdings

Life Wealth Investments, LLC

  • $316 Billion
  • Q4 2025

Life Wealth Investments, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $316 Billion distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $30.3B, Ishares Tr Russell 200 Value E with a value of $17.8B, Capitol Ser Tr with a value of $14.7B, Blue Buffalo Pet Products, Inc. with a value of $13.3B, and Apple Inc. with a value of $10.3B.

Examining the 13F form we can see an decrease of $35.7B in the current position value, from $351B to 316B.

Life Wealth Investments, LLC is based out at Winter Garden, FL

Below you can find more details about Life Wealth Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $316 Billion
ETFs: $200 Billion
Technology: $25.6 Billion
Consumer Defensive: $15.7 Billion
Consumer Cyclical: $9.35 Billion
Financial Services: $8.87 Billion
Communication Services: $7.3 Billion
Industrials: $3.17 Billion
Healthcare: $2.24 Billion
Other: $729 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.3 Billion 4.21% of portfolio
266,849
Q3 2025 Added 3.19%
$0
$5.94 Billion 1.88% of portfolio
335,156
Q3 2025 Added 0.78%
$0
$359 Million 0.11% of portfolio
31,743
Q3 2025 Added 3.51%
$0
$274 Million 0.09% of portfolio
11,596
Q2 2025 Added 1.41%
$0
$87.5 Million 0.03% of portfolio
14,625
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $316 Billion
  • Prior Value $351 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 23 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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